Did you know?

Client Browse

oDid you know that you can search for a client by ID number regardless of status?

oDid you know you can search for a client by searching for a creditor reference?

oDid you know you can add multiple custom statuses on each client with the flag feature?

oDid you know that on the client tree filter, any client under the Errors node have problems that can lead to incorrect distributions?

oDid you know that you can enable the tree count on the client tree filter to indicate how many clients fall within the selected node and branches?

oDid you know that you can insert a revised proposal to make an amended proposal with current data?

oDid you know that additional contacts for a client can be added on the Additional Contact tab at the bottom of the Client Browse?

oDid you know the Client Notes tab on the client browse can be used to make short ad-hoc notes on the client?

oDid you know hovering the mouse pointer over a status icon will indicate what the status icon means?

Browse

oDid you know that you can sort a browse by multiple columns by holding ctrl and clicking a column header?

oDid you know you can clear a sort from a browse by holding shift and clicking a column header?

oDid you know that if you sort on a column that column is your active search column?

oDid you know that you can use the the search filter to find data in any column on the active browse?

oDid you know that you can use the query by example feature to set up your own custom conditional filters?

oDid you know that some browses contain additional columns that can be viewed by using the arrow keys or scroll bar?

General

oDid you know that every change made in Simplicity is logged under the Simplicity audit trail?

oDid you know that the Tab key will take you to the next field when capturing and shift+tab will take you back?

oDid you know that if you hover you mouse pointer over a button or tab it will pop up a short description as well as the keyboard shortcut button?

oDid you know pressing F1 will open the Simplicity Help Manual on the window currently being displayed?

oDo you make regular backups of Simplicity and store it on an external media device (Hard Drive; Flash Drive)?

oDid you know Simplicity has Credit Bureau integration allowing bureau data to be automatically populated when requesting a bureau report?

oDid you know that it is important to maintain the company's current contact details on Simplicity as details are populated on documents sent to clients and credit providers?

Toolbar

oDid you know the different Simplicity Toolbars can be selected with alt + the corresponding function (e.g. F1, F2 etc) key?

oDid you know the Payment Plan button on the Toolbar displays the payment plans for all the clients per period with advanced filter options?

oDid you know a Download from Hyphen should be done on a daily basis?

oDid you know you can change a login password on the Security toolbar?

oDid you know security can be customised per window and security group in Simplicity?

oDid you know Simplicity has an integrated soft-phone compatible with most VOIP services?

Client Form

oDid you know a revised proposal can be inserted from the client Summary page?

oDid you know the Create stage of the proposal is the status used when waiting to receive COB's back from credit providers?

oDid you know the Provisional status of proposals allow the sending of proposals and deals with counters?

oDid you know the Final status of a proposal is used for finalizing the negotiations?

oDid you know that a revised proposal can be added when a change is required on a Provisional or Final proposal older than 3 months ?

oDid you know that the Over indebtedness % as well as an overview of the client's financial situation is displayed on the summary page of the client form?

oDid you know that changing the start date of a client, prior to the first upload to Hyphen, can be done by enabling and amending the Plan Start Date on the client summary tab?

oDid you know the orange triangle button in the client form will copy the information if duplication is required?

oDid you know pre-populated descriptions for Income, Deductions and Expenses can be done in the Simplicity Master Data, in the Budget Master Table?

Client Obligations

oDid you know there is a column in the Obligations browse indicating accounts that may be potentially reckless?

oDid you know the proposal sandbox will automatically switch between DCRS or Pro Rata based upon whether it solves or not?

oDid you know the proposal sandbox is a feature which can be used to quickly manipulate installments, interest rates and the affordability of the client when preparing a provisional proposal.

Doc Merge

Did you know you can use Document Merge to create personalized document templates?

Did you know Document Merge has pre-formatted tables for use in document templates?

Did you know mergable tables can be customized when creating custom document templates in Document Merge?